See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $77,349 |
J SWIDER4+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $30,351 |
P KEENAN1 year Service code 14 · EIN 35-1773526 | Plan Administrator | $29,412 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $27,072 |
HAGBERG & ASSOCIATES4+ years Service code 29 · EIN 01-0598991 | Legal | $21,195 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,488 | $56,443+340.2% | $83,848+196.4% | $55,725+345.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.98% | 393.67%-398.6pp | 850.88%-855.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $10,681 | $2,682+298.3% | $3,631+194.2% | $2,078+414.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $254 | $156+62.7% | $5,478-95.4% | $115+120.6% |